WMSDX Mutual Fund

NAV$19.10

AUM$275,715.6

TER0.60%

Holdings69

See how much of WMSDX you already own

Just $25 once·$99/mo·Download sample

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WMSDX Mutual Fund

NAV$19.10

Allspring Municipal Sustainability Fund Administrator Class

AUM$275,715.6

TER0.60%

Holdings69

See how much of WMSDX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare WMSDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WMSDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WMSDX Mutual Fund Overlap Analysis

WMSDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

WMSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, WMSDX may share significant positions with broad-market funds.

WMSDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WMSDX tax-loss harvesting finds highly correlated but non-identical funds.